Personal Touch Financial Services Limited

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Addresses

The contact details this firm has registered with the FCA.

The regulated activities the FCA has granted this firm permission to carry out.

Buy-to-Let Mortgage Advice
Buy-to-Let Mortgage Arranging
Equity Release Advice

For Customer, Home reversion plans
Investment Advice (no pensions)

For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
Mortgage Advice

For Customer, Regulated mortgage contract
Authorised to Operate
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- · The firm can only agree to carry on the regulated activities specified in this Notice.
Equity Release Arranging

For Customer, Home reversion plans
Arranges Investments

For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
Mortgage Arranging

For Customer, Regulated mortgage contract
Buy-to-Let Start Date
Buy-to-Let Status
Credit Brokering
Debt Advice
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- · This permission is limited to debt counselling with no debt management activity.
- · Limited to debt counselling in connection with investment and mortgage advice.
Equity Release Setup

For Customer, Home reversion plans
Mortgage Setup

For Customer, Regulated mortgage contract
Investment Setup

For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
Credit Score Services
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- · Limited to the provision of credit information services with no credit repair (as defined by 89A(3)(c) & (d) Regulated Activities Order).

Senior staff personally approved by the FCA to hold their roles here.

Jackie Anne Drake
IRN JAD01210
- CF1 Director (AR) (24 Nov 2006 to 1 Feb 2008)
Jacob Weekes
IRN JXW00493
- Appointed representative dealing with clients for which they require qualification (20 Jul 2022 to 21 Apr 2023)
Jacqueline Ann Gardner
IRN JAC01335
- CF1 Director (AR) (8 Nov 2005 to 17 Dec 2012)
Jacqueline Ann Tatam
IRN JAT01158
- CF2 Non Executive Director (AR) (30 Apr 2010 to 31 Oct 2012)
Jacqueline Carol Mansfield
IRN JCM01199
- CF1 Director (AR) (13 Dec 2004 to 13 Dec 2004)
Jacqueline Doxey
IRN JXD01663
- CF1 Director (AR) (31 Jul 2007 to 23 Aug 2010)
Jacqueline Fitzpatrick
IRN JXF00097
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 9 Mar 2020)
- CF30 Customer (1 Nov 2007 to 11 May 2020)
- CF22 Investment Adviser (Trainee) (30 Oct 2007 to 31 Oct 2007)
Jacqueline Hohol
IRN JXH00338
- Appointed representative dealing with clients for which they require qualification (1 Jun 2020 to 17 Feb 2024)
Jacqueline Pike
IRN JXP00221
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 4 May 2020)
Jade Neal
IRN JXN09884
- Appointed representative dealing with clients for which they require qualification (18 Feb 2021 to 15 Jun 2023)
- CF1 Director (AR) (3 Jan 2019 to 15 Jun 2023)

Smaller firms operating under this firm's FCA authorisation.

Updates to this firm's record on the FCA register.

No changes recorded yet.

A quick guide to the terms on this page.

The FCA: The Financial Conduct Authority is the UK's regulator for banking, lending, insurance, investments and payments. Any firm offering these services has to be authorised by the FCA.
Permissions: The specific regulated activities a firm is allowed to carry out, like advising on insurance, lending money or arranging investments. Anything outside this list isn't covered.
Approved individuals: Senior staff (directors, compliance officers and similar) have to be approved by the FCA personally before they can take up the role. They're held accountable for the firm's conduct.
Appointed representatives: Smaller firms can do regulated business under another firm's authorisation rather than getting their own. The bigger firm (the 'principal') is legally on the hook for what they do.

Information on this page is sourced from the official FCA register.